With nearly a decade in the financial advice industry, Aaron has developed deep expertise in guiding high-performing professionals and families toward financial clarity and long-term wealth creation. After years advising HNW and UHNW clients directly, Aaron now focuses on supporting Pivot’s adviser team—coaching them, refining their strategies, and ensuring every client benefits from his experience and insight behind the scenes.

Aaron plays a key role in shaping Pivot’s advice frameworks and mentoring advisers to deliver exceptional outcomes for clients. His work helps scale the quality and consistency of advice across the business, ensuring every client gets the same thoughtful, tailored strategies that have defined his own approach for years.

He believes great advice should be both strategic and human—helping people navigate major life milestones with confidence, from upgrading a home to managing employee share plans or planning for retirement.

Areas of Expertise

• Coaching and development of advisers

• Wealth creation and investment strategy

• Employee share schemes (ESS/RSUs, ESOPs, ESPPs)

• Property and debt recycling

• Retirement planning and wealth protection

Qualifications

• Master of Financial Planning

• Bachelor of Applied Finance & Bachelor of Economics

• Advanced Diploma of Financial Planning

• Diploma of Financial Planning

Outside work, Aaron’s happiest when spending time with his wife and son + puppy, staying active, and exploring new destinations.